Amdocs Analyst Day: Can Amdocs Assist Operators in Meeting a SIMmering Challenge to Their Business Models? – Part Two

Ron Westfall
Ron Westfall

Summary Bullets:

  • At the Amdocs Analyst Day Amdocs identified potential disruptors to operator business objectives including AppleSIM technology. Amdocs and its operator customers face an ongoing challenge in determining the magnitude of the threat.
  • Amdocs needs to form an alliance with Apple to assuage operator uncertainty about software SIM technology and further boost its mobile channel credentials.

The arrival of the AppleSIM has stirred debate on the implications it has on operator business plans. With software SIM capabilities mobile device users could ultimately select service plans on the fly from their device. The first iteration of AppleSIM support, among AT&T, T-Mobile and Sprint, gives operators a great deal of control over the customer relation. AT&T has made it so that once a user chooses an AT&T plan, they have to buy another SIM if they want to switch to another carrier. Only T-Mobile and Sprint are supporting the ability to switch plans dynamically, but only outside of their own sales channels. Also Verizon is not supporting the AppleSIM and operators are selling iPads in their own sales channels with their own SIMs installed. Continue reading “Amdocs Analyst Day: Can Amdocs Assist Operators in Meeting a SIMmering Challenge to Their Business Models? – Part Two”